See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,789 | $138,347+42.2% | $184,203+6.8% | $80,856+143.4% |
| Participation rate | 94.9% | 83.9%+11.0pp | 86.8%+8.1pp | 67.6%+27.2pp |
| Annual return | 15.05% | 20.02%-5.0pp | 28.81%-13.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $8,969 | $4,850+84.9% | $6,427+39.6% | $2,755+225.6% |
| Participant deferral / active EE | $9,105 | $7,071+28.8% | $9,131-0.3% | $4,296+112.0% |
| Admin fee / account holder | $118 | $10,483-98.9% | $13,901-99.2% | $6,918-98.3% |